Does anyone know what this option means - add relationship? It’s the option above “export list” when in the people section.
Best answer by Nickie from Copper
Any record in Copper (records are People, Companies, Opportunities, Tasks, Leads and Projects) can be related to one another. You may relate a person to a company (such as your point of contact at Company A) or relate three tasks to a project for completion. What this does is define the “relationship” between the records.
To know more, check out this guide here.